IVZ icon

Invesco
IVZ

Overview Fund Activity

487 hedge funds and large institutions have $14.2B invested in Invesco in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 174 increasing their positions, 186 reducing their positions, and 34 closing their positions.

Holders
487
Holders Change
+14
Holders Change %
+2.96%
% of All Funds
14.01%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
52
Increased
174
Reduced
186
Closed
34
Calls
$47M
Puts
$10.4M
Net Calls
+$36.6M
Net Calls Change
+$12.3M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$202M
2
WHG
2
Westwood Holdings Group
Texas
$115M
3
VFA
3
Virtus Fund Advisers
Connecticut
$85.9M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.37B
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$73.7M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$53.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$855M
3
SB
3
Suntrust Banks
Georgia
$26.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$866M
5
SFM
5
Systematic Financial Management
New Jersey
$109M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
201
Pinnacle Associates
New York
$4.31M 114,194 -561 -0.5%
PGFC
202
Peapack-Gladstone Financial Corp
New Jersey
$4.28M 113,455 +5,590 +5%
MSA
203
Mason Street Advisors
Wisconsin
$4.2M 111,280 +55,480 +99%
IRF
204
IBM Retirement Fund
New York
$4.19M 111,619 -2,926 -3%
EIM
205
ExxonMobil Investment Management
Texas
$4.16M 110,083 -3,356 -3%
AAF
206
Andra AP-fonden
Sweden
$4.15M 110,000 -179,100 -62%
FCT
207
Family Capital Trust
Massachusetts
$4.11M 108,959 +108,959 New
KeyBank National Association
208
KeyBank National Association
Ohio
$4.08M 108,171 +11,806 +12%
ST
209
Stifel Trust
Missouri
$3.9M 103,163 -236 -0.2%
SC
210
Scholtz & Company
Connecticut
$3.82M 101,250 +11,175 +12%
PAIM
211
Punch & Associates Investment Management
Minnesota
$3.8M 100,633 +364 +0.4%
CCM
212
Cadence Capital Management
Massachusetts
$3.75M 99,440 -7,782 -7%
PI
213
Placemark Investments
Illinois
$3.75M 99,332 -713 -0.7%
CCMH
214
Cornerstone Capital Management Holdings
New York
$3.73M 98,886 +524 +0.5%
IG
215
ING Group
Netherlands
$3.73M 98,769 +7,040 +8%
1IC
216
1919 Investment Counsel
Maryland
$3.71M 98,131 – –
CM
217
Churchill Management
California
$3.14M 83,295 -2,672 -3%
FTC
218
Farmers Trust Company
Ohio
$3.13M 82,876 -13,828 -14%
IA
219
Icon Advisers
Colorado
$3.08M 81,700 +4,400 +6%
CD
220
Carl Domino
Florida
$3.07M 81,393 -1,367 -2%
ICM
221
ICC Capital Management
Florida
$3.01M 79,649 +705 +0.9%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$2.99M 79,300 +79,300 New
COPPSERS
223
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.99M 79,246 -3,742 -5%
HW
224
Hancock Whitney
Mississippi
$2.87M 76,118 +76,118 New
BP
225
Banyan Partners
Florida
$2.84M 75,196 +4,599 +7%
7 8
9
10 11